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Insightful market commentary from a fresh perspective.
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6.25.13: The Mixed Messages the Bond Markets are Sending

June 25, 2013 Brian Gilmartin Leave a comment

  Here are two bond market charts that look eerily similar, but should in fact be heading in opposite directions. Frankly,…

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Posted in: HYG, TLT

6.22.13: SP 500 Earnings Update: Can Earnings Growth Offset Rising Interest Rates and Fed Impact on Stock Market Valuation ?

June 23, 2013 Brian Gilmartin Leave a comment

Interesting Stat – look for a bounce in the SP 500 Interesting statistic out of Bespoke this weekend: we had…

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Posted in: AGG, Bond Funds, Bond Market(s), Earnings, HYG, interest rates, JNK, NKE, S&P 500, TBF - inverse Treasury, The Fed

6.20.13: Watch Old Highs of 1,555 and 1,577 for SP 500

June 20, 2013 Brian Gilmartin Leave a comment

We like to attach charts to our weekly work to give readers something to focus on, besides my boring verbiage…

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Posted in: S&P 500

6.18.13: The Cacophony Around the Fed

June 18, 2013 Brian Gilmartin Leave a comment

Unless you live in a cave, or fail to turn on CNBC (despite your love for the markets), you are…

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Posted in: interest rates, MCO, The Fed

6.15.13: SP 500 Earnings Update – Do Earnings Matter and Stay with Financials

June 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 rose a smidge this week, to $113.32, from last…

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Posted in: CAT, CME, DE, Earnings, GS, JPM, S&P 500, SCHW, TBF - inverse Treasury

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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